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To: SusieQ1065 who wrote (8401)	7/24/2001 4:47:28 PM
From: SusieQ1065	Read Replies (1) \| Respond to of 208838

Varian Semi (VSEA) 31.65 -2.18: Reports Q3 earnings of $0.08 a share, $0.04 worse than the First Call consensus of $0.12, vs year-ago earnings of $0.82; revenues fell 34.3% year/year to $126.70 mln vs Multex consensus of $128 mln. Company warns for Sep qtr; expects revenues of $69-92 mln and below breakeven EPS vs Multex consensus estimates of $115 mln and $0.02. Stock down sharply to 25.75 after hours. Peregrine Sys. (PRGN) 21.40 -1.20: Company reports Q2 earnings ex-items of $0.12, in line with consensus estimates; reports Q2 revs of $172 mln vs consensus estimate of $165.5 mln; see press release. Amkor Tech (AMKR) 16.03 -0.96: Reports Q2 loss of $0.55 a share, $0.03 better than the First Call consensus of ($0.58), vs year-ago earnings of $0.33; revenues fell 36% to $350 mln. Expects Q3 revenues to be flat to down 10% on a sequential basis (consensus called for 1% increase over Q2 mean of $349.6 mln). Ticketmaster (TMCS) 12.96 -0.39: Reports Q2 earnings of $0.14 a share, $0.05 better than the First Call consensus of $0.09; revenues rose 12.6% year/year to $186.95 mln vs Multex consensus of $181 mln. Impath (IMPH) 42.34 -1.79: Reports Q2 earnings of $0.26 a share, in line with the First Call consensus; revenues rose 41.1% to $47.07 mln vs consensus estimate of $44.6 mln; "We believe in the fundamental health and strength of our Company and reiterate our comfort with analysts' consensus EPS estimates of $1.05 in 2001 and anticipated top and bottom line annual increases of 30% over the next several years." see press release. Datastream (DSTM) 5.80 +0.11: Reports Q2 loss of $0.02 a share, in line with the First Call consensus of ($0.02); revenues were unchanged from the year-ago period at $23.01 mln; see press release. Black Box (BBOX) 52.56 +1.27: Reports Q1 earnings of $0.89 a share, $0.03 better than the First Call consensus of $0.86, vs year-ago earnings of $0.72; revenues rose 21.0% to $207.12 mln (consensus $237.6 mln). Lam Research (LRCX) 24.36 -1.67: -- Update -- On conference call, said there was a 14% sequential reduction in total new orders; cancellations in June qtr. were lower than March qtr, but still higher than LRCX expected... most cancellations occurred after mid-point of quarter and resulted in a $22 mln reduction in backlog... LRCX +0.13